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Get the free 2018 Tax Form 1099-R - Virtus Investment Partners

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OMB NO. 15450119Page 1 of 1VIRTUS MUTUAL FUNDS P.O. BOX 9874 PROVIDENCE RI 029408074CORRECTED (if checked) For additional information, please call: 18002431574AOSTAX1TAX111223333;MOTHER;RPT1099R;DLR099259;BRCFXC002; AOSTAX2RPI50461;TYR2018;RDT20180730;CON11111111; AOSTAX2BCK99RCB9;COR;FILE;ANDY;2018
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How to fill out 2018 tax form 1099-r

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How to fill out 2018 tax form 1099-r

01
To fill out the 2018 tax form 1099-R, follow these steps:
02
Obtain the form 1099-R, which is provided by the payer of the retirement benefits.
03
Enter your personal information, including your name, address, and social security number, in the designated boxes.
04
Fill in the payer's information, including their name, address, and employer identification number (EIN).
05
Provide the recipient's information if it differs from your personal information.
06
Enter the distribution code in box 7 to indicate the type of distribution you received.
07
Report the gross distribution (total amount) in box 1.
08
Specify any taxable amount in box 2a, if applicable.
09
Indicate any federal income tax withheld in box 4.
10
If any state income tax was withheld, enter that amount in box 11.
11
If you received a direct rollover, enter the gross distribution in box 1 and leave the taxable amount in box 2a blank.
12
Finally, provide any other requested information or explanations and sign the form at the bottom.
13
Make sure to retain a copy for your own records and submit the completed form to the appropriate tax authority.

Who needs 2018 tax form 1099-r?

01
The 2018 tax form 1099-R is needed by individuals who have received distributions from retirement plans such as pensions, annuities, IRAs, or profit-sharing plans.
02
It is also required for individuals who have received any federal income tax withheld from these distributions.
03
This form is used to report these distributions to the IRS and to calculate any applicable taxes.
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